Model Portfolios
Pre-built portfolios for every strategy. Copy them directly or see how close your portfolio matches.
Balanced Wealth Builder
Balanced
A diversified portfolio across growth and value, tech and dividends. The all-weather portfolio for long-term wealth building. Moderate risk.
Risk
medium
Target
10-14%
YTD
+14.3%
Holdings & Allocations
AAPL
AAPL
Apple Inc.
10%
Technology
MSFT
MSFT
Microsoft Corp.
10%
Technology
JPM
JPM
JPMorgan Chase
8%
Financials
UNH
UNH
UnitedHealth Group
8%
Healthcare
COST
COST
Costco Wholesale
7%
Consumer Staples
LLY
LLY
Eli Lilly & Co.
7%
Healthcare
V
V
Visa Inc.
7%
Financials
HD
HD
Home Depot
6%
Consumer Disc.
AVGO
AVGO
Broadcom Inc.
6%
Technology
CAT
CAT
Caterpillar Inc.
5%
Industrials
KO
KO
Coca-Cola Co.
5%
Consumer Staples
XOM
XOM
Exxon Mobil
5%
Energy
WMT
WMT
Walmart Inc.
5%
Consumer Staples
DIS
DIS
Walt Disney Co.
5%
Communication
TXN
TXN
Texas Instr.
5%
Technology
CB
CB
Chubb Limited
6%
Financials
Portfolio Match Calculator
See how closely your current portfolio matches this model. We compare stock overlap and sector allocation.
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